Angela?

Sure.

Yeah, I'll kick off with that.

So I think When we broadly look at the IT infrastructure market and what has changed over the last couple of years, there's just been such an explosion of opportunity to sell AI infrastructure, which on the surface sounds wonderful.

But there are some implications to kind of diving in and serving AI.

a new hyperscale and neocloud market that's a little bit different than the enterprise market that the infrastructure OEMs are very ingrained in.

And I think one of the major ways you see the impact from a business model point of view is profitability.

So how did you come up with the starting point for where you would start looking at the data and devising this metric ramp? And what was your starting point and why?